Alternative Investment Funds (AIF)Compare Schemes
Profusion All Weather Fund vs WhiteOak Capital Healthcare Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Profusion All Weather Fund
WhiteOak Capital Healthcare Opportunities Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Index · -0.4%
0%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.84%
2.98%
6 Months
9.01%
24.80%
1 Year
12.22%
10.37%
3 Years
—
—
5 Years
—
—
Since Inception
12.00%
16.92%
Fund Age
13 mo
14 mo
AUM
₹64.49 Cr
₹151.93 Cr
Alpha – 1 Year
12.59%
−2.16%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
9.50%
15.91%
Volatility – 3 Years
—
—
Beta – 1 Year
0.50
0.63
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.69
0.35
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
8.71%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−12.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
8.71%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
M 16% · S 83%
Number of Stocks
—
38
Portfolio P/E
—
62.12
Top 5 Holdings
Vedanta Aluminium Metal Ltd · 5.42%
HEG Ltd · 4.41%
Hindustan Zinc Ltd · 4.02%
Reliance Industries Ltd · 3.90%
Man Industries (India) Ltd · 3.73%
Sai Life Sciences Ltd · 4.85%
J B Chemicals & Pharmaceuticals Ltd · 4.58%
Vijaya Diagnostic Centre Ltd · 4.46%
Shaily Engineering Plastics Ltd · 4.40%
Krishna Institute of Medical Sciences Ltd · 4.36%
Top Sectors
—
Healthcare · 88.35%
Chemicals · 5.60%
Consumer Durables · 4.40%
Fixed Fee
1.00% / yr
—
Performance Fee / Plan
15% of profit, above 10%
—
Exit Load (Y1 / Y2 / Y3)
—
—